| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wallace Jones WJ Financial Advisors LLC | 13,273 | $1.11M | $1.05M | -$63,789.62 | -5.73% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 73 | $6,054 | $5,759.7 | -$294.3 | -4.86% |
Eric C. Jansen Finivi Inc. | 59,462 | $4.96M | $4.7M | -$258,556.06 | -5.22% |